MMBRX Mutual Fund
MMBRX Mutual Fund
NAV$12.03
TER1.52%
Holdings524
See how much of MMBRX you already own
MMBRX Mutual Fund
NAV$12.03
MassMutual Balanced Fund Class R3
TER1.52%
Holdings524
See how much of MMBRX you already own
MMBRX Mutual Fund Overlap Analysis
MMBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, MMBRX may share significant positions with broad-market funds.
MMBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMBRX tax-loss harvesting finds highly correlated but non-identical funds.